See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $135,003 | $102,317+31.9% | $146,958-8.1% | $80,856+67.0% |
| Participation rate | 86.8% | 75.8%+11.0pp | 82.2%+4.6pp | 67.6%+19.2pp |
| Annual return | 14.46% | 134.76%-120.3pp | 418.34%-403.9pp | 35.59%-21.1pp |
| Employer contribution / active EE | $2,410 | $3,713-35.1% | $4,933-51.2% | $2,755-12.5% |
| Participant deferral / active EE | $8,122 | $6,644+22.2% | $8,070+0.6% | $4,296+89.1% |
| Admin fee / account holder | $12,036 | $7,941+51.6% | $12,998-7.4% | $6,918+74.0% |